Your information matters
How We Protect Your Information
Tax records contain personal financial information. We use a designated client app for requested documents and ask you to follow the office’s instructions for sharing them.
Open the client appPractical steps to protect your information
Sharing documents
After discussing your engagement, follow our office’s instructions to create or access your account through the designated TaxesToGo app and share the requested documents. Ask us if you are unsure which link to use.
Account access
Use your own account and follow the verification prompts provided by TaxesToGo. Keep passwords and verification codes private. TaxesToGo describes authentication and restricted access in its published security information.
Office access
Our private office workspace requires sign-in and owner-approved employee access. Access can be restricted or revoked. Our team follows security procedures when handling client information.
Website analytics
We measure public website visits, service-page views, and quote and consultation requests to understand how visitors find us. If you submit a consultation request, we may associate its traffic source with that request. Analytics records do not contain the contents of your form, tax documents, or bank information.
Review and signature
We discuss your return with you and request the required signature and authorization before transmitting it. Contact us if you receive an unexpected request for sensitive information.
No system can eliminate every risk. If you have a concern, call 206-258-6247 or contact info@mltaxac.com.